Facet Wealth

$5.8B Assets Reported
368 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
VEAVANGUARD TAX-MANAGED FDS13,952,816$894M15.5%
VTIVANGUARD INDEX FDS2,231,332$716M12.4%
QUALISHARES TR2,965,946$569M9.9%
BNDVANGUARD BD INDEX FDS7,113,723$524M9.1%
VTVVANGUARD INDEX FDS1,591,664$312M5.4%
VWOVANGUARD INTL EQUITY INDEX F3,735,371$202M3.5%
EMXCISHARES INC2,175,161$171M3.0%
VCITVANGUARD SCOTTSDALE FDS2,000,034$166M2.9%
SPMDSPDR SERIES TRUST2,584,146$153M2.7%
MUBISHARES TR1,397,796$148M2.6%

Track Facet Wealth's 13F portfolio: $5.8B in reported holdings, 368 positions. Top holdings, AUM, and quarterly changes on SentiSense.